See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,353 | $153,772-45.8% | $133,980-37.8% | $273,961-69.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.86% | 36.51%-20.7pp | 29.30%-13.4pp | 41.45%-25.6pp |
| Employer contribution / active EE | $6,587 | $6,029+9.3% | $5,211+26.4% | $4,869+35.3% |
| Participant deferral / active EE | $8,413 | $6,958+20.9% | $6,282+33.9% | $5,287+59.1% |
| Admin fee / account holder | $362 | $11,765-96.9% | $9,324-96.1% | $10,132-96.4% |